Let’s Get to Know Each Other
You're here because taking control of your financial future is a priority. To ensure we provide the best possible advice, we start with a quick questionnaire. This helps us understand your unique needs, so we can offer personalized guidance that aligns with your goals.
Your Finances, Simplified
✔ Say Goodbye to Guesswork: No more wondering if you’re making the right financial choices. Our personalized guidance gives you the clarity and confidence you need.
✔ Develop a Plan Just for You: We’ll work with you to create a financial plan that fits your life, so you can focus on what matters most—growing your business and enjoying life.
✔ Master Your Money: Gain the insights and understanding needed to make informed financial decisions with expert support every step of the way.
Our Strategies
Our strategies are designed for high-income digital entrepreneurs.
01
Personal Financial Planning
A personalized, collaborative process of taking steps today to achieve tomorrow’s financial and life goals.
02
Wealth Management
Done-for-you brokerage and retirement account setup, investment selection, and ongoing check-ins.
03
Tax Minimization
Dynamic, long-term strategies to help you minimize one of life’s number one expenses, taxes.
A Winning Financial System
With our expert guidance, we create a streamlined, customized financial plan that takes the guesswork out of managing your money. Experience the peace of mind that comes from knowing your financial future is systematically secured, leaving you free to focus on what you love.
Here are what some of our clients have to say...
Aaliyah
“There are not enough words to describe how appreciative I am to have Ethan as a financial coach. I was living the dream in Hawaii with ZERO cares in the world. I knew I needed to buckle down because I was making decent money with nothing to show for it. Ethan sat me down for a few informative meetings where he got to understand me, my goals, and my lifestyle. Within two years I was able to reach my financial goals, which I never dreamt to be possible especially in that short amount of time. We were aggressive but with the right mindset, anything was possible. And the greatest part of it all - Ethan made it fun!”
Chelsea
“Financial literacy and understanding of how that works is not my forte. In college I did Liberal arts and Anthropology and Geology so it’s not something that I was 1) interested in and 2) have the knowledge of how to do this right the first time. Ethan understood where I was at. He could see very clearly where I wanted to go, probably more so than what I see clearly in terms of the paths I could take. I decided ‘Ok I can either take action now and see results sooner or I can wait, and put it off.’ So I said ‘Alright I’m going to do this’ and I’m glad I did.”
Emile
"He offers a valuable service that is practical and meaningful to both my financial goals as well as personal growth. Ethan is able to break down the intimidating and complex topic of finances so that I feel comfortable and in charge of my money and my future."
Testimonials were given by past and current Advisory clients. No cash or non-cash compensation was provided directly or indirectly for the testimonial.
True Benefits of Professional Financial Advice
➤ Confident Financial Decisions: Make empowered choices with expert guidance tailored to your unique situation.
➤ Strategic Tax Planning: Minimize your tax liabilities and maximize your wealth with personalized strategies.
➤ Retirement Readiness: Get clear on your retirement goals and build a plan that ensures your financial security.
Kālā Capital Partners, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Kālā Capital Partners, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Kālā Capital Partners, LLC unless a client service agreement is in place.
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